GC

Gould Capital Portfolio holdings

AUM $150M
1-Year Est. Return 14.08%
This Quarter Est. Return
1 Year Est. Return
+14.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$175K
2 +$121K
3 +$88.2K
4
MRK icon
Merck
MRK
+$87.5K
5
NKE icon
Nike
NKE
+$84.3K

Top Sells

1 +$246K
2 +$152K
3 +$72.5K
4
NVDA icon
NVIDIA
NVDA
+$68.4K
5
GLD icon
SPDR Gold Trust
GLD
+$64K

Sector Composition

1 Technology 12.56%
2 Financials 8.87%
3 Communication Services 6.76%
4 Consumer Discretionary 5.6%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XOM icon
151
Exxon Mobil
XOM
$494B
$7.55K 0.01%
70
CNC icon
152
Centene
CNC
$16.3B
$7.49K 0.01%
138
-40
FDRV icon
153
Fidelity Electric Vehicles and Future Transportation ETF
FDRV
$31.6M
$7.4K ﹤0.01%
500
IYR icon
154
iShares US Real Estate ETF
IYR
$3.82B
$7.2K ﹤0.01%
76
-9
GLDM icon
155
SPDR Gold MiniShares Trust
GLDM
$21.7B
$7.08K ﹤0.01%
+108
UPS icon
156
United Parcel Service
UPS
$75.6B
$7.07K ﹤0.01%
70
-13
IHAK icon
157
iShares Cybersecurity and Tech ETF
IHAK
$946M
$6.86K ﹤0.01%
129
+3
TOST icon
158
Toast
TOST
$22.7B
$6.64K ﹤0.01%
+150
TIP icon
159
iShares TIPS Bond ETF
TIP
$13.9B
$6.38K ﹤0.01%
58
-7
PDT
160
John Hancock Premium Dividend Fund
PDT
$646M
$5.91K ﹤0.01%
449
WM icon
161
Waste Management
WM
$86.1B
$5.72K ﹤0.01%
25
VPU icon
162
Vanguard Utilities ETF
VPU
$8.04B
$5.45K ﹤0.01%
31
LAC
163
Lithium Americas
LAC
$1.49B
$5.36K ﹤0.01%
2,000
BMY icon
164
Bristol-Myers Squibb
BMY
$88.3B
$4.64K ﹤0.01%
100
RWX icon
165
SPDR Dow Jones International Real Estate ETF
RWX
$302M
$4.58K ﹤0.01%
167
-20
ACN icon
166
Accenture
ACN
$156B
$4.48K ﹤0.01%
15
AOM icon
167
iShares Core Moderate Allocation ETF
AOM
$1.63B
$4.37K ﹤0.01%
95
-1,575
SMH icon
168
VanEck Semiconductor ETF
SMH
$36.6B
$4.2K ﹤0.01%
15
F icon
169
Ford
F
$52.8B
$3.57K ﹤0.01%
329
-800
VTHR icon
170
Vanguard Russell 3000 ETF
VTHR
$3.75B
$3.57K ﹤0.01%
13
+1
VOO icon
171
Vanguard S&P 500 ETF
VOO
$780B
$3.41K ﹤0.01%
6
CRSP icon
172
CRISPR Therapeutics
CRSP
$5.98B
$3.4K ﹤0.01%
70
MQT icon
173
BlackRock MuniYield Quality Fund II
MQT
$223M
$3.37K ﹤0.01%
350
SONY icon
174
Sony
SONY
$172B
$3.25K ﹤0.01%
125
AAAU icon
175
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.04B
$3.2K ﹤0.01%
98